Contact Us

RPA & Intelligent Automation for Insurance

Accelerate Transformation Across Claims, Underwriting, Customer Experience and the Back-Office

Leading Insurance Companies Choose Our Intelligent Automation Platform

Intelligent automation (IA) provides the best opportunity to lay down a roadmap to a more efficient and effective digital future, enabling you to improve the customer experience while also transforming workflows, business processes and end-to-end journeys.

Download the e-book to uncover the key stages to success and the true value of intelligent automation in the insurance industry.

Breaking Down the Barriers in Insurance: How Can Insurance Automation Help?

While there’s currently a big push to take digital transformation across the enterprise, the traditional challenges haven’t changed. Legacy systems, non-interoperability of systems, siloed functions and complex operating structures create roadblocks that are hard to shift. In addition, rising costs across the business are squeezing digital transformation budgets.

While our intelligent automation platform isn’t a magic solution to every insurance challenge, our powerful combination of robotic process automation (RPA), artificial intelligence (AI), machine learning (ML), business process management (BPM) and automation management tools can enact change for your organization in three critical ways:

  • Create efficiencies using your existing structure and systems.
  • Take the burden from your people so they can do more.
  • Jumpstart real innovation and create new revenue streams.

With SS&C Blue Prism on your team, you’ll be able to map out your transformation plans from an organizational perspective, creating a faster path to value.

Intelligent Automation & RPA for Insurance

What Can SS&C Blue Prism Do For You?

Select A Solution Area
Customer Journeys
Customer Journeys Claims Management Contact Center Fraud & Compliance Back Office

Frictionless Customer Journeys

Frictionless insurance is difficult to achieve. While it’s often achieved in pockets of the organization, it is rarely scaled across an entire business. By focusing on streamlining the buyer journey with intelligent automation, you can make a real impact on your bottom line while providing better experiences for your customers and your staff.

Quote and bind / Underwriting

Whether you sell directly to customers or via brokers, a digital workforce can help with both the frontline "quote and buy" process and the more complex underwriting process. As a result, you can generate faster quotes and policy documents with more accurate pricing.

Midterm adjustments

No matter how you service midterm adjustments, a digital workforce can help to standardize this process, bringing data into a single source of truth, processing changes to policies faster, and ultimately providing the customer with a seamless experience.

Customer service

Delivering great customer service means ensuring your agents have the tools they need to focus on your clientele. Intelligent automation helps agents work more efficiently with systems, connect channels, standardize customer data, and process documentation more quickly. As a result, you can reduce the volume and length of calls to customer service agents and waiting times for customers.


With the many manual tasks involved in the insurance renewal process, as well as different elements such as pricing and policy documentation, deploying a digital workforce is a smart move that can streamline all of these activities and enable your staff time to focus on customer retention.

Connect the Dots in Claims Management

To say we make claims simple would be misleading. Even straightforward claims involve multiple touchpoints, both with people and systems. What we can help with is connecting and improving your processes with claims automation. A digital workforce can help you process customer claims faster while reducing your cost per claim. We think that’s a great outcome for everyone.​


At this critical stage of the claim, a digital worker can ensure that the right data and documentation are collected and processed from the start, with the customer fully informed of progress. Intelligent automation helps to truly digitize FNOL.

Claims adjustment

Whether adjusting a straightforward life insurance claim or a complex catastrophe claim, a digital workforce can take manual data related tasks off your adjuster’s plates, giving them more time to focus on customers.


Once a decision is made, digital workers can step in to fulfill the settlement stage of the claim. They can also work between your claims and finance teams and the customer to ensure payment is made quickly.


Since digital workers use applications in the same way as your human staff, there’s no need for APIs or repetitive, manual data entry. SS&C Blue Prism digital workers operate alongside both legacy and new systems and software, ensuring speed, consistency and accuracy.

Transform Your Contact Center Operations

When planning an insurance contact center transformation, it’s important to consider both customer and agent experiences. In an environment where staff turnover and operating costs are high, and a poor customer experience can damage your reputation, creating efficiency with a digital workforce is critical.

Agent experience

By employing a digital workforce, you can reduce the number of systems agents need to access, automate simple inquiries, and coordinate communications channels. As a result, your contact center agents can take more time with customers who need it, and you and your customers benefit from reduced call volumes, lengths and waiting times.

Watch the Demo

Customer experience

Customer experience is the sum of several front- and back-office activities involving your agents, your customers, and your business. And digital workers can help with both. Automate simple inquiries, MTAs and quotes and create a single source of truth for customer data. Reduce human error and improve brand reputation. Manage customer data safely. Agents are free from time-consuming tasks to focus on customer needs and growing the business.

View Webinar

Reduce Fraud and Stay Compliant

Insurers are seeing a steady rise in fraud and, in a highly competitive market, mitigating losses from fraud can make a big difference. Intelligent automation uses AI and data analytics tools to implement robust fraud detection and prevention processes. Staying on top of compliance standards and new regulations is also critical, and digital workers are a valuable resource to keep regulatory costs down and standards high.


AI-enabled digital workers detect fraudulent documents and data associated with quotes, purchases, and claims. Specifically, they help prevent fraud by checking claims histories, personal data and other sources, as well as anomalies in application forms at the time of purchase.


Digital workers can automatically cross-check multiple systems for compliance assurance and automate time-consuming compliance steps in collaboration with your team. Digital workers can also prepare and deliver compliance reports such as Solvency II.

Generating ROI From Back-office Automation

The back-office is the beating heart of any insurance organization. So, while you’re working on your transformation plan and intelligent automation roadmap, don’t forget to include your support functions in your business case. They’re a great source of ROI and often in great need of the extra pair of virtual hands.


There are myriad financial processes that can be picked up by digital workers, from invoice reconciliation to supporting the claims settlement process. Automation in finance generates solid ROI.


The human resources function in insurance is often under resourced but must still meet increasingly high expectations from the Board, from employees and in recruitment. A digital worker is an invaluable addition to help HR teams meet critical performance goals.


Insurance is driven by data, but inputting, extracting and collating all that information takes many human working hours. A digital worker can support your actuaries by picking up manual data tasks.


IT departments often have a backlog of projects to deliver to the business in addition to providing support for business teams. A digital workforce can help to better manage this workload.

SILAC resource 600 400


Uncover how SILAC improved customer and employee experiences and processing time by up to 75% with SS&C Blue Prism.

Read More
ERGO Regulatory 600 400


Learn about insurance company ERGO and how they better serve their customers by using intelligent automation.

Read More

Your roadmap to insurance transformation

Claims transformation

Read our claims survey report on how automation is influencing the future of insurance.

Watch Now

The future workplace

Read how Laya Healthcare has enhanced their customer experience, generated a 99% faster response time with digital workers and is rethinking work.

Read Now

Transforming operations

Watch how Uniqa Insurance used SS&C | Blue Prism® Process Intelligence to improve their decision-making process.

Watch Now

Zurich Logo 104x42
ERGO Logo 104x42
Old Mutual Logo 104x42
Bupa Logo 104x42

Danica Pension Logo 104x42
First2 Protect Logo 104x42
Highmark Logo 104x42
Land G Logo 104x42
Laya Logo 104x42
Thomas Miller Logo 104x42